The hottest Substack posts of Dr.John B’s Newsletter

And their main takeaways
8 HN points 01 May 24
  1. Starbucks experienced a significant drop in sales and earnings, leading to a plunge in shares due to a 4% decrease in global comparable store sales
  2. The decrease in sales was particularly notable in China where competition with lower prices impacted transactions and average spend negatively
  3. Despite new store openings, Starbucks struggled to offset the declining sales in existing cafeterias due to various factors like colder weather, cautious consumers, and conflicts globally
0 implied HN points 01 May 24
  1. Coca-Cola has been able to increase prices and gain market share due to the strength of its brands, leading to revenue and profit growth.
  2. The company saw a significant boost in organic revenue in the first quarter of 2024, exceeding analyst estimates and leading to an increase in full-year growth forecast.
  3. Sales of Coca-Cola products were affected by the war in Gaza, with volume growth impacted in the first quarter and uncertainty about future impacts.
0 implied HN points 01 May 24
  1. Pinterest's stock jumped 17% due to impressive revenue growth and profit increase, with their monthly active users reaching 500 million.
  2. The company saw significant revenue growth, reaching $740 million in the first quarter and reducing losses from $209 million to $25 million.
  3. Pinterest's focus on Generation Z users and e-commerce efforts through partnerships with Amazon and Google have contributed to their revenue growth.
0 implied HN points 26 Apr 24
  1. Meta loses $200 billion in value due to increased spending and investment forecasts, particularly for boosting artificial intelligence tools.
  2. Despite strong quarterly results, including a significant increase in revenue and profit, the market reacted negatively to Meta's plans of heavy spending on AI.
  3. Mark Zuckerberg emphasizes the long-term potential of AI for Meta, but investors remain skeptical about the company's ability to effectively monetize new AI services and generate revenue.